More timely insights from Cullen Roche
Posted: Thu Apr 10, 2025 10:12 am
I highly recommend subscribing to Cullen's newsletter (and reading his book & perusing his website). One of the smartest guys out there for sure, and when it comes to monetary policy there's no one better. I've often said he ought to be running the Fed, but knowing as much as he know he'd probably rather die than take that gig!
Great big-picture perspective - and timely:
https://disciplinefunds.com/2025/04/09/ ... happening/
Great big-picture perspective - and timely:
https://disciplinefunds.com/2025/04/09/ ... happening/